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Top stories today:
- NVIDIA Q4 FY26 revenue +73% YoY to $68.1B, net income +94%
- Perplexity Computer debuts, routes tasks across 19 AI models
- Anthropic acquires Vercept to boost Claude ācomputer useā
- Circle Q4 revenue +77% YoY to $770M, net income $133M
- OpenAI hires Ruoming Pang, previously lured to Meta
- Samsung unveils Galaxy S26 Ultra with Privacy Display, agentic AI
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing todayās newsletter (beware of hallucinations):
1. NVIDIA Q4 FY26 revenue +73% YoY to $68.1B, net income +94%, beats estimates
$65.6B in Q4 revenue was estimated by analysts.
The U.S. granted limited H200 export licenses to China, NVIDIA said, pending Beijing approval.
This week: 1st Vera Rubin samples shipped to customers , Kress said.
ā[R]emain on track to commence production shipmentsā in H2, she said.
NVIDIA stock was little changed after earnings despite the upbeat forecast
$78B in Q1 FY27 revenue projected, vs. $72.6B expected.
Not assuming data center revenue from China in its forecast, NVIDIA said.
NVIDIA shares +5% in 2026 as of Wed. close, while the Nasdaq is -0.4%.
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3. Perplexity Computer debuts, routes tasks across 19 AI models
The AI agent can research, design, code, deploy, and manage projects end-to-end, Perplexity said.
It coordinates across tools, files, personal context, multiple AI models, and the open web.
Claude Code and OpenClaw gain a new rival with Perplexityās launch.
Currently available on the web for Max users, while Pro and Enterprise tiers will get the agent in the coming weeks.
